Kelly Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.41K | Sell |
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|
2023
Q4 | $42.8K | Buy |
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|
2023
Q3 | $38.2K | Hold |
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|
2023
Q2 | $39.4K | Hold |
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|
2023
Q1 | $36.4K | Buy |
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|
2022
Q4 | $33.9K | Hold |
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|
2022
Q3 | $31.4K | Buy |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $39.5K | Hold |
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|
2021
Q4 | $41.4K | Sell |
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|
2021
Q3 | $41.9K | Sell |
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|
2021
Q2 | $106K | Buy |
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|
2021
Q1 | $38.5K | Buy |
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|
2020
Q4 | $36.2K | Hold |
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|
2020
Q3 | $32.2K | Buy |
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|
2020
Q2 | $29.5K | Hold |
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|
2020
Q1 | $24.6K | Buy |
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|
2019
Q4 | $30.6K | Buy |
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